Firms consider their post-pandemic plans
The rules are designed to set clear expectations for planners who use technology in their practices
The recent surge in online investing has created “significant demand” for features that inform investors, BMO says
Leonard Trigg joins the firm from Vertex One
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
The brokerage's investment in technology is a key part of its new growth strategy
Independent advisors who use the platform will now be able to onboard clients more quickly
Investor group calls for dramatic shift in approach to oversight
Canadian biz foresees M&A activity, an EY survey said
The Simply Benefits platform allows advisors, employers and employees to manage benefits